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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,371 | $55,423-50.6% | $155,602-82.4% | $74,400-63.2% |
| Participation rate | 73.6% | 61.9%+11.7pp | 78.2%-4.6pp | 67.2%+6.4pp |
| Annual return | 12.46% | 269.07%-256.6pp | 64.81%-52.4pp | 1367.51%-1355.1pp |
| Employer contribution / active EE | $1,045 | $2,266-53.9% | $4,675-77.6% | $2,624-60.2% |
| Participant deferral / active EE | $1,100 | $2,835-61.2% | $5,629-80.5% | $4,348-74.7% |
| Admin fee / account holder | $1,434 | $1,744-17.8% | $15,923-91.0% | $1,944-26.2% |